Latest Institutional Transactions on Salesforce, Inc. (CRM)
This table provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.28M- 76.55% |
$343M - $459M
|
391K
$102M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.7K+ 119.05% |
$3.42M - $4.59M
|
23.5K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
140K+ 76.37% |
$37.6M - $50.5M
|
324K
$84.2M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.5K+ 63.64% |
$939K - $1.26M
|
9K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.83KNew |
$492K - $660K
|
1.83K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-92- 4.4% |
$24.7K - $33.1K
|
2K
$520K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
59+ 0.86% |
$15.8K - $21.2K
|
6.96K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-183K- 11.21% |
$49.2M - $66M
|
1.45M
$378M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
312K+ 8.07% |
$83.9M - $112M
|
4.18M
$1.09B
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
37.3K+ 61.56% |
$10M - $13.4M
|
97.8K
$25.4M
|
|
|
May 13, 2025
Q1 2025
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
6.68K+ 5.28% |
$1.79M - $2.4M
|
133K
$34.6M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
29+ 107.41% |
$7.78K - $10.4K
|
56
$14.6K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
207+ 1.19% |
$55.6K - $74.5K
|
17.6K
$4.57M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.83K+ 20.04% |
$759K - $1.02M
|
16.9K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
507K+ 9.06% |
$136M - $183M
|
6.11M
$1.59B
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.55KNew |
$416K - $558K
|
1.55K
$403K
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-160- 0.35% |
$42.9K - $57.6K
|
46.1K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-35- 2.6% |
$9.39K - $12.6K
|
1.31K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-25- 0.45% |
$6.71K - $9K
|
5.47K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
BUY
|
- |
17.9KNew |
$4.82M - $6.46M
|
17.9K
$4.66M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 14.57% |
$290K - $389K
|
8.51K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-491- 4.02% |
$132K - $177K
|
11.7K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-20.5K- 40.89% |
$5.5M - $7.38M
|
29.6K
$7.7M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
15.8K+ 1.55% |
$4.24M - $5.68M
|
1.04M
$269M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5- 0.26% |
$1.34K - $1.8K
|
1.92K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
16.7K+ 8.01% |
$4.48M - $6.01M
|
225K
$58.5M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.33K+ 0.71% |
$358K - $480K
|
190K
$49.3M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 12.63% |
$26.8K - $36K
|
892
$232K
|
|
|
May 13, 2025
Q1 2025
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
9.71KNew |
$2.61M - $3.5M
|
9.71K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-848- 2.0% |
$228K - $305K
|
41.5K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 1.92% |
$274K - $368K
|
54.1K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
129K+ 24.69% |
$34.6M - $46.4M
|
651K
$169M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-134K- 45.68% |
$35.8M - $48.1M
|
159K
$41.3M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.11K+ 7.33% |
$567K - $761K
|
30.9K
$8.04M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-18.9K- 94.56% |
$5.07M - $6.81M
|
1.09K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
395+ 5.45% |
$106K - $142K
|
7.65K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
CALL |
100New |
$26.8K - $36K
|
100
$26K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
5.99K+ 283.75% |
$1.61M - $2.16M
|
8.1K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-3.41K- 25.02% |
$915K - $1.23M
|
10.2K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
198K+ 6.26% |
$53.1M - $71.2M
|
3.36M
$872M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
2.6K+ 7.72% |
$698K - $936K
|
36.3K
$9.43M
|
|
|
May 13, 2025
Q1 2025
|
River Road Asset Management, LLC
|
BUY
|
- |
1.59K+ 5.2% |
$426K - $571K
|
32.1K
$8.33M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
173+ 3.38% |
$46.4K - $62.3K
|
5.3K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-4- 0.25% |
$1.07K - $1.44K
|
1.62K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
112+ 9.82% |
$30.1K - $40.3K
|
1.25K
$325K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-28.8K- 8.19% |
$7.74M - $10.4M
|
323K
$84M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-8- 0.53% |
$2.15K - $2.88K
|
1.5K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
379+ 1.66% |
$102K - $136K
|
23.2K
$6.02M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
485+ 30.2% |
$130K - $175K
|
2.09K
$543K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9.95K+ 127.85% |
$2.67M - $3.58M
|
17.7K
$4.61M
|